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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
5500 Grossmont Center Dr, La Mesa, CA 91942 • United States
5522 Balboa Ave, San Diego, CA 92111 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
4690 63Rd St, San Diego, CA 92115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | San Diego | CA | 11/2013 | 07/2023 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 07/2023 |
| Lpl Financial Llc | Escondido | CA | 07/2023 | 01/2025 |
| San Diego County Credit Union | Escondido | CA | 07/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2025 | Present |
07/25/2023 - Fabiola Garcia, OBA ETC Experiences - Signer on wife business accounts/assist with preparing travel forms - CA 92071 - Non investment related - Start date: 05/07/2022. RENTAL PROPERTY - 8029; INV RELATED;SANTEE,CA; RESIDENTIAL RENTAL;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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